+51.7%
B vs DINO
+116.3%
-64.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -2.4% | +2.3% | -4.7% | -2.0% |
| 30D | +6.3% | +22.6% | -16.3% | +10.3% |
| 3M | +12.1% | +55.2% | -43.1% | +19.9% |
| 6M | -3.1% | +93.8% | -96.9% | +4.8% |
| YTD | +2.0% | +139.5% | -137.6% | +6.2% |
| 1Y | +51.7% | +115.3% | -63.6% | +65.8% |
| All | +51.7% | +116.3% | -64.6% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DINO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling